CIBC Private Wealth Group LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1298088
ATLANTA, GA
Position in LPLA
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$4,568,918
+$400,313 QoQ
Shares Held
12,792
+2.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. LPLA ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,568,918 | 12,792 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,168,605 | 12,530 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $4,800,740 | 12,803 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,070,469 | 6,329 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,620,242 | 8,025 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,024,655 | 13,002 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,150,051 | 7,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,525,752 | 9,560 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,213,376 | 9,724 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,587,026 | 6,678 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $257,219 | 1,183 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $294,087 | 1,453 | Shares | Defined | 2023-11-21 | |
| 2022-12-31 | $16,287,328 | 75,345 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $277,469 | 1,270 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $238,532 | 1,293 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $322,612 | 1,766 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,342,674 | 8,387 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $1,346,568 | 8,590 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,387,777 | 225,128 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $46,889,485 | 329,836 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||